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Gifts of appreciated stock or other securities owned for more than a year afford the benefit of a full-market value donation to the Society while you avoid the onerous capital gains tax and obtain a charitable deduction on your current federal and state income tax.  Or if your stock has decreased in value, you should consider selling it first and then contributing the proceeds to the Society, which allows you to receive a tax deduction for both the capital loss and the charitable gift.

For more information on donating stock or securities to Phillips please call:
Dr. Kim Rathman at (818) 654-1732
Director of Advancement